Innovator Defined Wealth Shield ETF $BALT Stock Holdings Lifted by Kraft Davis & Associates LLC

Kraft Davis & Associates LLC boosted its holdings in Innovator Defined Wealth Shield ETF (BATS:BALT) by 21.2% during the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 147,228 shares of the company’s stock after acquiring an additional 25,784 shares during the period. Innovator Defined Wealth Shield ETF accounts for about 1.1% of Kraft Davis & Associates LLC’s portfolio, making the stock its 29th largest holding. Kraft Davis & Associates LLC owned approximately 0.32% of Innovator Defined Wealth Shield ETF worth $5,156,000 at the end of the most recent quarter.

Several other hedge funds also recently added to or reduced their stakes in BALT. Rockefeller Capital Management L.P. raised its position in Innovator Defined Wealth Shield ETF by 4,189.0% in the fourth quarter. Rockefeller Capital Management L.P. now owns 75,100 shares of the company’s stock valued at $2,517,000 after purchasing an additional 73,349 shares during the period. NewEdge Advisors LLC grew its holdings in shares of Innovator Defined Wealth Shield ETF by 42.8% during the 2nd quarter. NewEdge Advisors LLC now owns 716,670 shares of the company’s stock worth $24,560,000 after purchasing an additional 214,836 shares during the period. Somerset Trust Co purchased a new position in shares of Innovator Defined Wealth Shield ETF during the 2nd quarter worth $892,000. Sovran Advisors LLC grew its holdings in shares of Innovator Defined Wealth Shield ETF by 9.4% during the 1st quarter. Sovran Advisors LLC now owns 278,555 shares of the company’s stock worth $9,465,000 after purchasing an additional 24,021 shares during the period. Finally, Private Advisor Group LLC increased its position in shares of Innovator Defined Wealth Shield ETF by 121.6% during the 1st quarter. Private Advisor Group LLC now owns 51,973 shares of the company’s stock worth $1,739,000 after purchasing an additional 28,524 shares during the last quarter.

Innovator Defined Wealth Shield ETF Trading Up 0.1%

Shares of BATS:BALT opened at $35.10 on Thursday. The company has a market capitalization of $1.63 billion, a price-to-earnings ratio of 24.42 and a beta of 0.14. Innovator Defined Wealth Shield ETF has a 12-month low of $32.79 and a 12-month high of $35.15. The business has a 50-day moving average price of $34.86 and a 200 day moving average price of $34.41.

Innovator Defined Wealth Shield ETF Company Profile

The Innovator Defined Wealth Shield ETF (BALT) is an exchange-traded fund that is based on the SPDR S&P 500 ETF Trust index. The fund aims for specific buffered losses and capped gains on the SPDR S&P 500 ETF over a three-month outcome period. The actively managed fund holds flex options. BALT was launched on Jul 1, 2021 and is managed by Innovator.